EVR Research LP
Top Portfolio Positions
28 positions ·
$172,085,640 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WKC |
World Kinect Corp
Energy
|
940,000 | $21,685,800 | 12.60% | |
| CPS |
Cooper-Standard Holdings Inc.
Consumer Cyclical
|
435,000 | $12,123,450 | 7.05% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
230,000 | $11,684,000 | 6.79% | |
| MEC |
Mayville Engineering Company, Inc.
Industrials
|
620,000 | $11,129,000 | 6.47% | |
| GEF |
Greif, Inc
Consumer Cyclical
|
160,000 | $10,731,200 | 6.24% | |
| NPK |
National Presto Industries Inc
Industrials
|
65,000 | $8,908,900 | 5.18% | |
| TITN |
Titan Machinery Inc.
Industrials
|
425,000 | $7,106,000 | 4.13% | |
| WTTR |
Select Water Solutions, Inc.
Energy
|
450,000 | $6,885,000 | 4.00% | |
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
540,000 | $6,809,400 | 3.96% | |
| DAN |
DANA Inc
Consumer Cyclical
|
200,000 | $6,730,000 | 3.91% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ARHS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,390,000 | 500,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,681,500 | 150,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,063,000 | 100,000 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||